Financial Services Representative

2 weeks ago

Dallas, Texas, United States Valor Intelligent Processing Full time
Job Title: Entry-Level Financial Services Agent

Job Summary:

We are seeking a highly motivated and customer-focused Entry-Level Financial Services Agent to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving customer issues, and answering questions regarding bank processes.

Key Responsibilities:

  • Handle inbound and outbound customer contacts in a courteous and professional manner
  • Ensure first call resolution through effective problem-solving and call handling
  • Research systems to find missing information and coordinate with other departments to resolve issues
  • Accurately document and process customer claims in appropriate systems
  • Lead fact-finding discussions to determine the best options for customers
  • Utilize knowledge base and training to accurately answer customer questions while following all required scripts, policies, and procedures
  • Comply with requirements surrounding confidential information and personal information
  • Escalate customer issues to the appropriate staff and management for resolution as needed
  • Attend meetings and training to stay up-to-date on changes to program knowledge, systems, and processes
  • Adhere to all attendance and work schedule requirements

Requirements:

  • Must be 18 years of age or older
  • High school diploma or equivalent
  • Excellent organizational, written, and oral communication skills
  • The ability to type swiftly and accurately (20+ words per minute)
  • Basic knowledge of Microsoft Office Suite (Excel, PowerPoint, Word, Outlook)
  • Basic understanding of Windows operating system
  • Highly reliable with the ability to maintain regular attendance and punctuality
  • The ability to evaluate, troubleshoot, and follow-up on customer issues
  • An aptitude for conflict resolution, problem-solving, and negotiation
  • Must be customer service-oriented (empathetic, responsive, patient, and conscientious)
  • Ability to multi-task, stay focused, and self-manage
  • Strong team orientation and customer focus
  • The ability to thrive in a fast-paced environment where change and ambiguity are prevalent
  • Excellent interpersonal skills and the ability to build relationships with your team and customers

Preferred Qualifications:

  • One (1) year of experience in customer service, technical support, inside sales, back-office, chat, or administrative support in a contact center environment
  • State or Federal work experience

Compensation and Benefits:

We offer competitive compensation and a comprehensive benefits package, including medical, dental, and vision coverage options, paid time-off, regular raises, advancement opportunities, and a fun, engaging work environment.

Work Schedule:

We offer a wide range of scheduling options to accommodate your needs, including multiple shifts and weekly work variations. Please ask a Talent Acquisition Specialist about the different types of creative scheduling options available at your location.

Physical Requirements:

This job operates in a professional office environment. While performing the duties of this job, the employee will be largely sedentary and will be required to sit/stand for long periods while using a computer and telephone headset.

Conditions of Employment:

  • Must be authorized to work in their country of residence (The United States or Canada)
  • Must be willing to submit up to a LEVEL II background and/or security investigation with a fingerprint. Job offers are contingent on background/security investigation results
  • Must be willing to submit to drug screening. Job offers are contingent on drug screening results.

COVID-19 Precautions:

We have taken steps to ensure that we remain operational while taking every precaution possible to prevent the spread of COVID-19 and keep our employees safe.

Equal Opportunity Employer:

At Valor Intelligent Processing, we embrace differences and believe diversity is a benefit to our employees, our company, our customers, and our community. All aspects of employment at Valor Intelligent Processing are based solely on a person's merit and qualifications.

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